Single Family OfficeRIA · CRD 300795SEC-Registered

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Morgan Properties

Morgan Properties is an SEC-registered investment adviser in Conshohocken, PA, registered since 2020. The firm manages $1.4 billion in assets, with $152...

Morgan Properties

Morgan Properties is an SEC-registered investment adviser in Conshohocken, PA, registered since 2020. The firm manages $1.4 billion in assets, with $152 million handled on a discretionary basis. It employs 20 staff and 16 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Conshohocken

Corporate office

Conshohocken, Pennsylvania, United States

Additional offices

New York, New York · Richardson, Texas · Miami, Florida · Miami Beach, Florida · Arlington, Virginia · Chicago, Illinois · Santa Monica, California · Palo Alto, California

Principals

Mitchell L. Morgan

Founder & Chairman

Sector focus

Real EstateInfrastructurePrivate Credit

Frequently asked questions

Who runs investment decisions at Morgan Properties?

Mitchell L. Morgan, the founder and chairman, guides strategic allocations. The firm does not publicly name a separate chief investment officer or a formal investment committee structure, reflecting its close-held nature as a single-family office.

How does Morgan Properties source proprietary deal flow?

The firm sources deals primarily through its operational platform — relationships built over decades of owning and managing apartment communities across 11 states. Its portfolio scale gives it first access to adjacent acquisition opportunities, infrastructure add-ons, and credit investments tied to its real estate footprint.

Is Morgan Properties structured as a single family office or does it operate more like a real estate fund?

It is a single-family office that operates as a real estate operating company. Unlike a fund manager that raises capital from institutions, Morgan Properties invests its own family capital and holds assets on its balance sheet, which allows long holding periods and flexible deal structures.

Does Morgan Properties participate in fund commitments or only direct deals?

Morgan Properties primarily pursues direct acquisitions and private credit investments rather than fund-of-funds or external GP commitments. Its direct real estate ownership remains the core of the portfolio, supplemented by infrastructure and credit that are linked to its property base.

What investment stages does Morgan Properties typically target?

The firm targets stabilized and value-add multifamily properties, as well as development or repositioning of apartment communities alongside its operating portfolio. In infrastructure and credit, stages vary based on the collateral and risk profile, but all are tied to real estate.

Which sectors does Morgan Properties explicitly avoid?

The firm does not appear to invest in venture capital, early-stage technology, life sciences, or volatile asset classes like public equities or hedge funds given its concentrated focus on tangible assets and real estate-linked opportunities.

Where does the underlying wealth come from?

The wealth originates from Mitchell L. Morgan's career in real estate development and ownership, beginning in the 1980s. The family office is funded by the retained earnings and equity of its multifamily operations, not by external inheritance or public-market fortune.

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